erp/crates/erp-plugin-freelance/plugin.toml

# 自由职业者工作台 — plugin.toml
# 汕头市智界科技有限公司 IT 服务行业插件

[metadata]
id = "erp-freelance"
name = "自由职业者工作台"
version = "0.1.0"
description = "一人 IT 服务公司的全链路业务管理：客户→商机→报价→合同→项目→工时→开票→收支"
author = "ERP Platform"
min_platform_version = "0.1.0"

# ── 权限声明（10 实体 × 2 = 20 个权限码）──

[[permissions]]
code = "client.list"
name = "查看客户"
description = "查看客户列表和详情"

[[permissions]]
code = "client.manage"
name = "管理客户"
description = "创建、编辑、删除客户"

[[permissions]]
code = "opportunity.list"
name = "查看商机"
description = "查看商机列表和详情"

[[permissions]]
code = "opportunity.manage"
name = "管理商机"
description = "创建、编辑、删除商机"

[[permissions]]
code = "quote.list"
name = "查看报价"
description = "查看报价单列表和详情"

[[permissions]]
code = "quote.manage"
name = "管理报价"
description = "创建、编辑、删除报价单"

[[permissions]]
code = "quote_line.list"
name = "查看报价明细"
description = "查看报价明细列表"

[[permissions]]
code = "quote_line.manage"
name = "管理报价明细"
description = "创建、编辑、删除报价明细"

[[permissions]]
code = "contract.list"
name = "查看合同"
description = "查看合同列表和详情"

[[permissions]]
code = "contract.manage"
name = "管理合同"
description = "创建、编辑、删除合同"

[[permissions]]
code = "project.list"
name = "查看项目"
description = "查看项目列表和详情"

[[permissions]]
code = "project.manage"
name = "管理项目"
description = "创建、编辑、删除项目"

[[permissions]]
code = "task.list"
name = "查看任务"
description = "查看任务列表和详情"

[[permissions]]
code = "task.manage"
name = "管理任务"
description = "创建、编辑、删除任务"

[[permissions]]
code = "time_entry.list"
name = "查看工时"
description = "查看工时记录列表"

[[permissions]]
code = "time_entry.manage"
name = "管理工时"
description = "创建、编辑、删除工时记录"

[[permissions]]
code = "invoice.list"
name = "查看发票"
description = "查看发票/收款列表和详情"

[[permissions]]
code = "invoice.manage"
name = "管理发票"
description = "创建、编辑、删除发票/收款记录"

[[permissions]]
code = "expense.list"
name = "查看支出"
description = "查看支出列表和详情"

[[permissions]]
code = "expense.manage"
name = "管理支出"
description = "创建、编辑、删除支出记录"

# ── 实体定义 ──

# ── 2.3.1 client（客户）──

[[schema.entities]]
name = "client"
display_name = "客户"
is_public = true

  [[schema.entities.fields]]
  name = "name"
  field_type = "string"
  required = true
  display_name = "客户名称"
  searchable = true

  [[schema.entities.fields]]
  name = "contact_name"
  field_type = "string"
  display_name = "联系人"

  [[schema.entities.fields]]
  name = "phone"
  field_type = "string"
  display_name = "电话"
  validation = { pattern = "^1[3-9]\\d{9}$", message = "请输入有效的手机号" }

  [[schema.entities.fields]]
  name = "email"
  field_type = "string"
  display_name = "邮箱"
  validation = { pattern = "^[^@]+@[^@]+\\.[^@]+$", message = "请输入有效的邮箱地址" }

  [[schema.entities.fields]]
  name = "industry"
  field_type = "string"
  display_name = "行业"
  ui_widget = "select"
  filterable = true
  options = [
    { label = "制造业", value = "manufacturing" },
    { label = "零售", value = "retail" },
    { label = "教育", value = "education" },
    { label = "医疗", value = "healthcare" },
    { label = "政府", value = "government" },
    { label = "金融", value = "finance" },
    { label = "其他", value = "other" }
  ]

  [[schema.entities.fields]]
  name = "source"
  field_type = "string"
  display_name = "来源"
  ui_widget = "select"
  options = [
    { label = "转介绍", value = "referral" },
    { label = "线上", value = "online" },
    { label = "展会", value = "exhibition" },
    { label = "老客户", value = "repeat" },
    { label = "主动开发", value = "outreach" }
  ]

  [[schema.entities.fields]]
  name = "level"
  field_type = "string"
  display_name = "重要等级"
  ui_widget = "select"
  filterable = true
  options = [
    { label = "A", value = "a" },
    { label = "B", value = "b" },
    { label = "C", value = "c" }
  ]

  [[schema.entities.fields]]
  name = "status"
  field_type = "string"
  required = true
  display_name = "状态"
  ui_widget = "select"
  filterable = true
  default = "potential"
  options = [
    { label = "潜在", value = "potential" },
    { label = "活跃", value = "active" },
    { label = "休眠", value = "dormant" },
    { label = "流失", value = "lost" }
  ]

  [[schema.entities.fields]]
  name = "address"
  field_type = "string"
  display_name = "地址"

  [[schema.entities.fields]]
  name = "notes"
  field_type = "string"
  display_name = "备注"
  ui_widget = "textarea"

# ── 2.3.2 opportunity（商机）──

[[schema.entities]]
name = "opportunity"
display_name = "商机"

  [[schema.entities.fields]]
  name = "client_id"
  field_type = "uuid"
  required = true
  display_name = "客户"
  ui_widget = "entity_select"
  ref_entity = "client"
  ref_label_field = "name"
  ref_search_fields = ["name"]

  [[schema.entities.fields]]
  name = "title"
  field_type = "string"
  required = true
  display_name = "商机名称"
  searchable = true

  [[schema.entities.fields]]
  name = "business_type"
  field_type = "string"
  required = true
  display_name = "业务类型"
  ui_widget = "select"
  filterable = true
  options = [
    { label = "软件开发", value = "software_development" },
    { label = "AI 开发", value = "ai_development" },
    { label = "系统集成", value = "system_integration" },
    { label = "软件外包", value = "software_outsourcing" },
    { label = "IT 咨询", value = "it_consulting" },
    { label = "数字内容", value = "digital_content" },
    { label = "营销策划", value = "marketing_planning" }
  ]

  [[schema.entities.fields]]
  name = "stage"
  field_type = "string"
  required = true
  display_name = "阶段"
  ui_widget = "select"
  filterable = true
  default = "visit"
  options = [
    { label = "初访", value = "visit" },
    { label = "需求确认", value = "requirement" },
    { label = "报价", value = "quote" },
    { label = "谈判", value = "negotiation" },
    { label = "成交", value = "won" },
    { label = "失败", value = "lost" }
  ]

  [[schema.entities.fields]]
  name = "estimated_amount"
  field_type = "decimal"
  display_name = "预估金额"
  sortable = true

  [[schema.entities.fields]]
  name = "probability"
  field_type = "integer"
  display_name = "成交概率(%)"

  [[schema.entities.fields]]
  name = "expected_close_date"
  field_type = "date"
  display_name = "预计成交日期"

  [[schema.entities.fields]]
  name = "next_follow_up"
  field_type = "date"
  display_name = "下次跟进日期"

  [[schema.entities.fields]]
  name = "description"
  field_type = "string"
  display_name = "需求描述"
  ui_widget = "textarea"

# ── 2.3.3 quote（报价单）──

[[schema.entities]]
name = "quote"
display_name = "报价单"

  [[schema.entities.fields]]
  name = "client_id"
  field_type = "uuid"
  required = true
  display_name = "客户"
  ui_widget = "entity_select"
  ref_entity = "client"
  ref_label_field = "name"
  ref_search_fields = ["name"]

  [[schema.entities.fields]]
  name = "opportunity_id"
  field_type = "uuid"
  display_name = "关联商机"
  ref_entity = "opportunity"

  [[schema.entities.fields]]
  name = "quote_number"
  field_type = "string"
  required = true
  display_name = "报价单号"
  unique = true

  [[schema.entities.fields]]
  name = "status"
  field_type = "string"
  required = true
  display_name = "状态"
  ui_widget = "select"
  filterable = true
  default = "draft"
  options = [
    { label = "草稿", value = "draft" },
    { label = "已发送", value = "sent" },
    { label = "已接受", value = "accepted" },
    { label = "已拒绝", value = "rejected" },
    { label = "已过期", value = "expired" }
  ]

  [[schema.entities.fields]]
  name = "valid_until"
  field_type = "date"
  display_name = "有效期至"

  [[schema.entities.fields]]
  name = "subtotal"
  field_type = "decimal"
  display_name = "小计"
  sortable = true

  [[schema.entities.fields]]
  name = "tax_rate"
  field_type = "decimal"
  display_name = "税率(%)"

  [[schema.entities.fields]]
  name = "total_amount"
  field_type = "decimal"
  display_name = "总金额"
  sortable = true
  visible_when = "status != 'draft'"

  [[schema.entities.fields]]
  name = "notes"
  field_type = "string"
  display_name = "备注"
  ui_widget = "textarea"

  [[schema.entities.relations]]
  entity = "quote_line"
  foreign_key = "quote_id"
  on_delete = "cascade"
  name = "lines"
  type = "one_to_many"
  display_field = "item_name"

# ── 2.3.4 quote_line（报价明细行）──

[[schema.entities]]
name = "quote_line"
display_name = "报价明细"

  [[schema.entities.fields]]
  name = "quote_id"
  field_type = "uuid"
  required = true
  display_name = "报价单"
  ref_entity = "quote"

  [[schema.entities.fields]]
  name = "item_name"
  field_type = "string"
  required = true
  display_name = "项目名称"

  [[schema.entities.fields]]
  name = "description"
  field_type = "string"
  display_name = "描述"

  [[schema.entities.fields]]
  name = "quantity"
  field_type = "decimal"
  required = true
  display_name = "数量"
  default = 1

  [[schema.entities.fields]]
  name = "unit_price"
  field_type = "decimal"
  required = true
  display_name = "单价"

  [[schema.entities.fields]]
  name = "unit"
  field_type = "string"
  display_name = "单位"
  ui_widget = "select"
  default = "project"
  options = [
    { label = "项目", value = "project" },
    { label = "人月", value = "person_month" },
    { label = "人天", value = "person_day" },
    { label = "小时", value = "hour" },
    { label = "个", value = "piece" },
    { label = "套", value = "set" }
  ]

  [[schema.entities.fields]]
  name = "amount"
  field_type = "decimal"
  display_name = "金额"

# ── 2.3.5 contract（合同）──

[[schema.entities]]
name = "contract"
display_name = "合同"

  [[schema.entities.fields]]
  name = "client_id"
  field_type = "uuid"
  required = true
  display_name = "客户"
  ui_widget = "entity_select"
  ref_entity = "client"
  ref_label_field = "name"
  ref_search_fields = ["name"]

  [[schema.entities.fields]]
  name = "opportunity_id"
  field_type = "uuid"
  display_name = "关联商机"
  ref_entity = "opportunity"
  cascade_from = "client_id"
  cascade_filter = "client_id"

  [[schema.entities.fields]]
  name = "quote_id"
  field_type = "uuid"
  display_name = "关联报价"
  ref_entity = "quote"
  cascade_from = "client_id"
  cascade_filter = "client_id"

  [[schema.entities.fields]]
  name = "contract_number"
  field_type = "string"
  required = true
  display_name = "合同编号"
  unique = true

  [[schema.entities.fields]]
  name = "title"
  field_type = "string"
  required = true
  display_name = "合同名称"
  searchable = true

  [[schema.entities.fields]]
  name = "type"
  field_type = "string"
  required = true
  display_name = "合同类型"
  ui_widget = "select"
  filterable = true
  options = [
    { label = "开发合同", value = "development" },
    { label = "集成合同", value = "integration" },
    { label = "外包合同", value = "outsourcing" },
    { label = "咨询合同", value = "consulting" },
    { label = "维保合同", value = "maintenance" },
    { label = "销售合同", value = "sales" },
    { label = "其他", value = "other" }
  ]

  [[schema.entities.fields]]
  name = "status"
  field_type = "string"
  required = true
  display_name = "状态"
  ui_widget = "select"
  filterable = true
  default = "drafting"
  options = [
    { label = "草拟中", value = "drafting" },
    { label = "待签署", value = "pending_signature" },
    { label = "执行中", value = "active" },
    { label = "已完成", value = "completed" },
    { label = "已终止", value = "terminated" }
  ]

  [[schema.entities.fields]]
  name = "amount"
  field_type = "decimal"
  required = true
  display_name = "合同金额"
  sortable = true

  [[schema.entities.fields]]
  name = "paid_amount"
  field_type = "decimal"
  display_name = "已付金额"
  default = 0
  visible_when = "status != 'drafting'"

  [[schema.entities.fields]]
  name = "start_date"
  field_type = "date"
  display_name = "开始日期"

  [[schema.entities.fields]]
  name = "end_date"
  field_type = "date"
  display_name = "结束日期"

  [[schema.entities.fields]]
  name = "payment_terms"
  field_type = "string"
  display_name = "付款条款"

  [[schema.entities.fields]]
  name = "notes"
  field_type = "string"
  display_name = "备注"
  ui_widget = "textarea"

# ── 2.3.6 project（项目）──

[[schema.entities]]
name = "project"
display_name = "项目"

  [[schema.entities.fields]]
  name = "client_id"
  field_type = "uuid"
  required = true
  display_name = "客户"
  ui_widget = "entity_select"
  ref_entity = "client"
  ref_label_field = "name"
  ref_search_fields = ["name"]

  [[schema.entities.fields]]
  name = "contract_id"
  field_type = "uuid"
  display_name = "关联合同"
  ref_entity = "contract"

  [[schema.entities.fields]]
  name = "opportunity_id"
  field_type = "uuid"
  display_name = "关联商机"
  ref_entity = "opportunity"

  [[schema.entities.fields]]
  name = "name"
  field_type = "string"
  required = true
  display_name = "项目名称"
  searchable = true

  [[schema.entities.fields]]
  name = "business_type"
  field_type = "string"
  display_name = "业务类型"
  ui_widget = "select"
  filterable = true
  options = [
    { label = "软件开发", value = "software_development" },
    { label = "AI 开发", value = "ai_development" },
    { label = "系统集成", value = "system_integration" },
    { label = "软件外包", value = "software_outsourcing" },
    { label = "IT 咨询", value = "it_consulting" },
    { label = "数字内容", value = "digital_content" },
    { label = "营销策划", value = "marketing_planning" }
  ]

  [[schema.entities.fields]]
  name = "deliverable_type"
  field_type = "string"
  display_name = "交付物类型"
  ui_widget = "select"
  options = [
    { label = "软件", value = "software" },
    { label = "网站", value = "website" },
    { label = "小程序", value = "miniprogram" },
    { label = "视频", value = "video" },
    { label = "设计稿", value = "design" },
    { label = "文档", value = "document" },
    { label = "咨询报告", value = "consulting_report" }
  ]

  [[schema.entities.fields]]
  name = "status"
  field_type = "string"
  required = true
  display_name = "状态"
  ui_widget = "select"
  filterable = true
  default = "pending"
  options = [
    { label = "待开始", value = "pending" },
    { label = "进行中", value = "in_progress" },
    { label = "已交付", value = "delivered" },
    { label = "验收中", value = "accepting" },
    { label = "已完成", value = "completed" },
    { label = "已搁置", value = "shelved" }
  ]

  [[schema.entities.fields]]
  name = "start_date"
  field_type = "date"
  display_name = "开始日期"

  [[schema.entities.fields]]
  name = "end_date"
  field_type = "date"
  display_name = "截止日期"

  [[schema.entities.fields]]
  name = "contract_amount"
  field_type = "decimal"
  display_name = "合同金额"
  sortable = true

  [[schema.entities.fields]]
  name = "description"
  field_type = "string"
  display_name = "项目说明"
  ui_widget = "textarea"

  [[schema.entities.relations]]
  entity = "task"
  foreign_key = "project_id"
  on_delete = "cascade"
  name = "tasks"
  type = "one_to_many"
  display_field = "title"

  [[schema.entities.relations]]
  entity = "time_entry"
  foreign_key = "project_id"
  on_delete = "cascade"
  name = "time_entries"
  type = "one_to_many"
  display_field = "description"

# ── 2.3.7 task（任务）──

[[schema.entities]]
name = "task"
display_name = "任务"

  [[schema.entities.fields]]
  name = "project_id"
  field_type = "uuid"
  required = true
  display_name = "所属项目"
  ui_widget = "entity_select"
  ref_entity = "project"
  ref_label_field = "name"
  ref_search_fields = ["name"]

  [[schema.entities.fields]]
  name = "title"
  field_type = "string"
  required = true
  display_name = "任务标题"
  searchable = true

  [[schema.entities.fields]]
  name = "status"
  field_type = "string"
  required = true
  display_name = "状态"
  ui_widget = "select"
  filterable = true
  default = "todo"
  options = [
    { label = "待办", value = "todo" },
    { label = "进行中", value = "in_progress" },
    { label = "已完成", value = "done" },
    { label = "已取消", value = "cancelled" }
  ]

  [[schema.entities.fields]]
  name = "priority"
  field_type = "string"
  required = true
  display_name = "优先级"
  ui_widget = "select"
  filterable = true
  default = "medium"
  options = [
    { label = "紧急", value = "urgent" },
    { label = "高", value = "high" },
    { label = "中", value = "medium" },
    { label = "低", value = "low" }
  ]

  [[schema.entities.fields]]
  name = "due_date"
  field_type = "date"
  display_name = "截止日期"

  [[schema.entities.fields]]
  name = "estimated_hours"
  field_type = "decimal"
  display_name = "预估工时"

  [[schema.entities.fields]]
  name = "actual_hours"
  field_type = "decimal"
  display_name = "实际工时"
  visible_when = "status != 'todo'"

  [[schema.entities.fields]]
  name = "description"
  field_type = "string"
  display_name = "详细说明"
  ui_widget = "textarea"

# ── 2.3.8 time_entry（工时记录）──

[[schema.entities]]
name = "time_entry"
display_name = "工时记录"

  [[schema.entities.fields]]
  name = "task_id"
  field_type = "uuid"
  display_name = "关联任务"
  ui_widget = "entity_select"
  ref_entity = "task"
  ref_label_field = "title"
  ref_search_fields = ["title"]
  cascade_from = "project_id"
  cascade_filter = "project_id"

  [[schema.entities.fields]]
  name = "project_id"
  field_type = "uuid"
  required = true
  display_name = "关联项目"
  ui_widget = "entity_select"
  ref_entity = "project"
  ref_label_field = "name"
  ref_search_fields = ["name"]

  [[schema.entities.fields]]
  name = "date"
  field_type = "date"
  required = true
  display_name = "日期"

  [[schema.entities.fields]]
  name = "hours"
  field_type = "decimal"
  required = true
  display_name = "时长(小时)"

  [[schema.entities.fields]]
  name = "description"
  field_type = "string"
  display_name = "工作内容"

# ── 2.3.9 invoice（发票/收款）──

[[schema.entities]]
name = "invoice"
display_name = "发票/收款"

  [[schema.entities.fields]]
  name = "client_id"
  field_type = "uuid"
  required = true
  display_name = "客户"
  ui_widget = "entity_select"
  ref_entity = "client"
  ref_label_field = "name"
  ref_search_fields = ["name"]

  [[schema.entities.fields]]
  name = "project_id"
  field_type = "uuid"
  display_name = "关联项目"
  ref_entity = "project"
  cascade_from = "client_id"
  cascade_filter = "client_id"

  [[schema.entities.fields]]
  name = "contract_id"
  field_type = "uuid"
  display_name = "关联合同"
  ref_entity = "contract"
  cascade_from = "client_id"
  cascade_filter = "client_id"

  [[schema.entities.fields]]
  name = "invoice_number"
  field_type = "string"
  required = true
  display_name = "发票号"
  unique = true

  [[schema.entities.fields]]
  name = "type"
  field_type = "string"
  required = true
  display_name = "类型"
  ui_widget = "select"
  filterable = true
  options = [
    { label = "开票", value = "invoice" },
    { label = "收款记录", value = "payment" }
  ]

  [[schema.entities.fields]]
  name = "amount"
  field_type = "decimal"
  required = true
  display_name = "金额"
  sortable = true

  [[schema.entities.fields]]
  name = "status"
  field_type = "string"
  required = true
  display_name = "状态"
  ui_widget = "select"
  filterable = true
  default = "pending"
  options = [
    { label = "待开票", value = "pending" },
    { label = "已开票", value = "issued" },
    { label = "部分收款", value = "partial" },
    { label = "已收款", value = "paid" },
    { label = "已逾期", value = "overdue" }
  ]

  [[schema.entities.fields]]
  name = "issue_date"
  field_type = "date"
  display_name = "开票日期"

  [[schema.entities.fields]]
  name = "due_date"
  field_type = "date"
  display_name = "到期日"

  [[schema.entities.fields]]
  name = "payment_date"
  field_type = "date"
  display_name = "实际收款日期"
  visible_when = "status == 'paid' || status == 'partial'"

  [[schema.entities.fields]]
  name = "notes"
  field_type = "string"
  display_name = "备注"
  ui_widget = "textarea"

# ── 2.3.10 expense（支出）──

[[schema.entities]]
name = "expense"
display_name = "支出"

  [[schema.entities.fields]]
  name = "project_id"
  field_type = "uuid"
  display_name = "关联项目"
  ref_entity = "project"

  [[schema.entities.fields]]
  name = "category"
  field_type = "string"
  required = true
  display_name = "类别"
  ui_widget = "select"
  filterable = true
  options = [
    { label = "硬件", value = "hardware" },
    { label = "软件订阅", value = "software" },
    { label = "云服务", value = "cloud" },
    { label = "差旅", value = "travel" },
    { label = "餐饮", value = "meal" },
    { label = "办公用品", value = "office" },
    { label = "其他", value = "other" }
  ]

  [[schema.entities.fields]]
  name = "amount"
  field_type = "decimal"
  required = true
  display_name = "金额"
  sortable = true

  [[schema.entities.fields]]
  name = "date"
  field_type = "date"
  required = true
  display_name = "日期"

  [[schema.entities.fields]]
  name = "vendor"
  field_type = "string"
  display_name = "供应商"

  [[schema.entities.fields]]
  name = "description"
  field_type = "string"
  display_name = "描述"

# ── 插件配置 ──

[settings]

  [[settings.fields]]
  name = "company_name"
  display_name = "公司名称"
  field_type = "text"
  required = true
  group = "基本信息"

  [[settings.fields]]
  name = "currency_symbol"
  display_name = "货币符号"
  field_type = "text"
  default_value = "¥"
  group = "基本信息"

  [[settings.fields]]
  name = "default_tax_rate"
  display_name = "默认税率(%)"
  field_type = "number"
  default_value = 6
  range = [0.0, 100.0]
  group = "财务"

  [[settings.fields]]
  name = "payment_reminder_days"
  display_name = "收款提前提醒(天)"
  field_type = "number"
  default_value = 3
  range = [1.0, 30.0]
  group = "提醒"

  [[settings.fields]]
  name = "notify_contract_expiring"
  display_name = "合同到期提醒"
  field_type = "boolean"
  default_value = true
  group = "提醒"

  [[settings.fields]]
  name = "notify_payment_overdue"
  display_name = "逾期收款提醒"
  field_type = "boolean"
  default_value = true
  group = "提醒"

  [[settings.fields]]
  name = "notify_opportunity_followup"
  display_name = "商机跟进提醒"
  field_type = "boolean"
  default_value = true
  group = "提醒"

# ── 触发事件 ──

[[trigger_events]]
name = "opportunity_stage_changed"
display_name = "商机阶段变更"
description = "商机阶段发生变化时通知，特别是成交或失败"
entity = "opportunity"
on = "update"

[[trigger_events]]
name = "contract_status_changed"
display_name = "合同状态变更"
description = "合同状态变化时检查到期预警"
entity = "contract"
on = "update"

[[trigger_events]]
name = "invoice_status_changed"
display_name = "发票状态变更"
description = "发票状态变化时检查逾期收款"
entity = "invoice"
on = "update"

[[trigger_events]]
name = "task_status_changed"
display_name = "任务状态变更"
description = "任务完成或取消时通知"
entity = "task"
on = "update"

[[trigger_events]]
name = "expense_created"
display_name = "新支出记录"
description = "记录新支出时通知"
entity = "expense"
on = "create"

# ── 编号规则 ──

[[numbering]]
entity = "quote"
field = "quote_number"
prefix = "QT"
format = "{PREFIX}-{YEAR}-{SEQ}"
seq_length = 4

[[numbering]]
entity = "contract"
field = "contract_number"
prefix = "CT"
format = "{PREFIX}-{YEAR}-{SEQ}"
seq_length = 4

[[numbering]]
entity = "invoice"
field = "invoice_number"
prefix = "INV"
format = "{PREFIX}-{YEAR}-{SEQ}"
seq_length = 4

# ── 打印模板 ──

[[templates]]
name = "quote_pdf"
display_name = "报价单"
entity = "quote"
format = "pdf"

[[templates]]
name = "invoice_pdf"
display_name = "发票"
entity = "invoice"
format = "pdf"

[[templates]]
name = "contract_pdf"
display_name = "合同"
entity = "contract"
format = "pdf"

# ── 页面设计 ──

# 页面 1：全局工作台
[[ui.pages]]
type = "dashboard"
label = "工作台"
icon = "DashboardOutlined"

  # ── 财务概览卡片 ──
  [[ui.pages.widgets]]
  type = "stat_cards"
  label = "财务概览"
  cards = [
    { entity = "invoice", aggregate = "sum", field = "amount", filter = "type == 'payment' && status != 'overdue'", label = "本月收入", icon = "rise", color = "green" },
    { entity = "expense", aggregate = "sum", field = "amount", label = "本月支出", icon = "fall", color = "red" },
    { entity = "invoice", aggregate = "sum", field = "amount", filter = "status == 'overdue' || status == 'pending'", label = "应收总额", icon = "dollar", color = "orange" },
    { entity = "invoice", aggregate = "count", filter = "status == 'overdue'", label = "逾期笔数", icon = "warning", color = "red" }
  ]

  # ── 紧急待办 ──
  [[ui.pages.widgets]]
  type = "action_list"
  label = "紧急待办"
  max_items = 5
  queries = [
    { entity = "invoice", filter = "status == 'overdue'", label_field = "invoice_number", subtitle_field = "amount", action = "查看", icon = "warning" },
    { entity = "task", filter = "status != 'done' && status != 'cancelled'", sort = "due_date asc", label_field = "title", subtitle_field = "due_date", action = "处理", icon = "clock" },
    { entity = "contract", filter = "status == 'active'", sort = "end_date asc", label_field = "title", subtitle_field = "end_date", action = "续约", icon = "file-text" },
    { entity = "opportunity", filter = "next_follow_up <= today", label_field = "title", subtitle_field = "next_follow_up", action = "跟进", icon = "phone" }
  ]

  # ── 商机漏斗 ──
  [[ui.pages.widgets]]
  type = "funnel"
  label = "商机漏斗"
  entity = "opportunity"
  lane_field = "stage"
  value_field = "estimated_amount"
  lane_order = ["visit", "requirement", "quote", "negotiation", "won", "lost"]

  # ── 活跃项目卡片 ──
  [[ui.pages.widgets]]
  type = "card_list"
  label = "活跃项目"
  entity = "project"
  filter = "status == 'in_progress'"
  max_items = 4
  title_field = "name"
  subtitle_field = "contract_amount"
  tags = ["business_type", "status"]

# 页面 2：客户管理（列表 + 详情 + 商机看板）
[[ui.pages]]
type = "tabs"
label = "客户管理"
icon = "team"

  [[ui.pages.tabs]]
  label = "客户列表"
  type = "crud"
  entity = "client"
  enable_search = true

[[ui.pages]]
type = "detail"
entity = "client"
label = "客户详情"

  [[ui.pages.sections]]
  type = "fields"
  label = "基本信息"
  fields = ["name", "contact_name", "phone", "email", "industry", "source", "level", "status", "address", "notes"]

  [[ui.pages.sections]]
  type = "crud"
  label = "商机"
  entity = "opportunity"
  filter_field = "client_id"

  [[ui.pages.sections]]
  type = "crud"
  label = "报价/合同"
  entity = "quote"
  filter_field = "client_id"

  [[ui.pages.sections]]
  type = "crud"
  label = "项目"
  entity = "project"
  filter_field = "client_id"

  [[ui.pages.sections]]
  type = "crud"
  label = "发票"
  entity = "invoice"
  filter_field = "client_id"

# 商机看板
[[ui.pages]]
type = "kanban"
entity = "opportunity"
label = "商机看板"
icon = "swap"
lane_field = "stage"
lane_order = ["visit", "requirement", "quote", "negotiation", "won", "lost"]
card_title_field = "title"
card_subtitle_field = "estimated_amount"
card_fields = ["business_type", "probability"]
enable_drag = true

# 页面 3：项目管理 + 详情
[[ui.pages]]
type = "crud"
entity = "project"
label = "项目管理"
icon = "project"
enable_search = true

[[ui.pages]]
type = "detail"
entity = "project"
label = "项目详情"

  [[ui.pages.sections]]
  type = "fields"
  label = "项目信息"
  fields = ["name", "client_id", "contract_id", "business_type", "deliverable_type", "status", "start_date", "end_date", "contract_amount", "description"]

  [[ui.pages.sections]]
  type = "crud"
  label = "任务"
  entity = "task"
  filter_field = "project_id"

  [[ui.pages.sections]]
  type = "crud"
  label = "工时记录"
  entity = "time_entry"
  filter_field = "project_id"

  [[ui.pages.sections]]
  type = "crud"
  label = "发票"
  entity = "invoice"
  filter_field = "project_id"

# 页面 4：财务中心
[[ui.pages]]
type = "tabs"
label = "财务中心"
icon = "account-book"

  [[ui.pages.tabs]]
  label = "报价管理"
  type = "crud"
  entity = "quote"
  enable_search = true

  [[ui.pages.tabs]]
  label = "合同管理"
  type = "crud"
  entity = "contract"
  enable_search = true

  [[ui.pages.tabs]]
  label = "发票/收款"
  type = "crud"
  entity = "invoice"
  enable_search = true

# 页面 5：支出管理
[[ui.pages]]
type = "crud"
entity = "expense"
label = "支出管理"
icon = "pay-circle"
enable_search = true